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Created: 2025-07-20 23:41:30 UTC

...of equal-weighted discretionary vs.
equal-weighted staples.

If discretionary is
outperforming strongly
that
generally means the market is in pretty good shape.

When it starts X roll over
&
staples start
X
outperform
discretionary
that’s when markets can start X lag.”

So...


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947079448752538055/c:line.svg)

**Related Topics**
[staples](/topic/staples)

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